The recent market decline may present a strategic planning opportunity. Roth IRAs differ from traditional IRAs in that any growth and distributions are received tax-free. The ability to receive a … Read More
Looking at average annualized returns going back decades, small cap stocks have beaten large cap stocks, value has outperformed growth, and high profitability stocks have outgained low profitability stocks. … Read More
The impact of being out of the market for a short time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 … Read More
Market timing does not work. Check out this article to learn why: https://www.forbes.com/sites/kristinmckenna/2020/03/11/should-you-go-to-cash-until-the-market-recovers-or-ride-it-out/?sh=ab36fa5be8f3
With the news cycle being dominated by attention grabbing headlines regarding the Federal Reserve raising rates, many investors are asking questions about what stocks may do in the face of … Read More
By Wes Crill, PhD, Head of Investment Strategists and Vice President Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit … Read More
With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so … Read More
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining … Read More
“Torn as we all are between greed and fear, we tend to do just the wrong thing. When the economy is sinking fast and stocks faster, we get more and … Read More
If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, … Read More
